Portfolio of Stocks

Good Morning: This is a daily review of the stocks in your portfolio, updated on Friday, July 25, 2025 at 7:16 AM (UTC). The data is lagged by ~1 day.

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Summary Table

Charts

AAPL

AAPL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0846572	-0.1235713	9153.428	1
Buy_Hold	-0.0499556	-0.0735683	9441.696	1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPL Interactive

AMZN

AMZN Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0279145	0.0419080	10279.14	2
Buy_Hold	0.1461922	0.2256323	11231.86	1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZN Interactive

BA

BA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.3870003	0.6287476	13870.00	4
Buy_Hold	0.6496897	1.1094721	16741.71	1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BA Interactive

BABA

BABA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2867232	0.4563171	12867.23	4
Buy_Hold	0.3675359	0.5947828	13431.26	1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABA Interactive

BYDDY

BYDDY Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.4250098	0.6957488	14250.10	4
Buy_Hold	0.4720624	0.7799134	14744.54	1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDY Interactive

COST

COST Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0480590	0.0725009	10480.59	3
Buy_Hold	0.0294685	0.0442576	10175.00	1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COST Interactive

CRCL

CRCL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.000000	0.0	10000.00	0
Buy_Hold	5.228387	772190.5	62283.87	1

##### CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCL Interactive

CRWV

CRWV Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0	0.00000	10000.00	0
Buy_Hold	2	30.83699	30769.23	1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWV Interactive

EL

EL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1543478	0.2386590	11543.48	2
Buy_Hold	0.3610980	0.5836008	13404.91	1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

EL Interactive

ELF

ELF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0005035	0.0007509	10005.035	1
Buy_Hold	-0.0173906	-0.0258205	9633.939	1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELF Interactive

GELYF

GELYF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2834225	0.4507501	12834.23	2
Buy_Hold	0.4260355	0.6975692	13771.43	1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYF Interactive

GLD

GLD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0000000	0.0000000	10000.00	0
Buy_Hold	0.3114248	0.4982008	13060.15	1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLD Interactive

GOOGL

GOOGL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0397361	0.0598258	10397.36	2
Buy_Hold	0.1140935	0.1748056	11061.42	1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGL Interactive

JPM

JPM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1152636	0.176646	11152.64	2
Buy_Hold	0.2088785	0.326914	12281.54	1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPM Interactive

MSFT

MSFT Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0474003	0.0714960	10474.00	2
Buy_Hold	0.2310362	0.3633426	12169.02	1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFT Interactive

NBIS

NBIS Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.8103621	1.423038	18103.62	4
Buy_Hold	1.9636363	4.053003	28977.78	1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBIS Interactive

NET

NET Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0413862	0.0623347	10413.86	2
Buy_Hold	1.1341206	2.0967517	21185.45	1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET Interactive

NVDA

NVDA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0935063	0.1425819	10935.06	2
Buy_Hold	0.2236936	0.3512349	11992.82	1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDA Interactive

O

O Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1034156	0.1580554	11034.16	2
Buy_Hold	0.0261761	0.0392817	10345.93	1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

O Interactive

QQQ

QQQ Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0580855	0.0878362	10580.85	4
Buy_Hold	0.1378255	0.2123158	11234.14	1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQ Interactive

QQQM

QQQM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0579287	0.0875958	10579.29	4
Buy_Hold	0.1381942	0.2129017	11235.69	1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQM Interactive

SCHD

SCHD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0133815	-0.0198878	9866.185	1
Buy_Hold	-0.0471533	-0.0694906	9468.935	1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHD Interactive

TCMD

TCMD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.4002341	-0.5334016	5997.659	1
Buy_Hold	-0.3454661	-0.4684650	6487.342	1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMD Interactive

TSM

TSM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2348582	0.3696591	12348.58	1
Buy_Hold	0.2988550	0.4768387	12838.77	1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSM Interactive

V

V Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1231099	0.1890109	11231.10	3
Buy_Hold	0.1431662	0.2208106	11508.97	1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

V Interactive

VDADX

VDADX Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0651552	0.0986922	10651.55	2
Buy_Hold	0.0476720	0.0719105	10476.72	1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADX Interactive

VDE

VDE Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0974436	0.1487219	10974.436	4
Buy_Hold	-0.0698924	-0.1024078	9268.789	1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDE Interactive

VOO

VOO Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1093384	0.1673366	11093.38	4
Buy_Hold	0.0831198	0.1264371	10758.67	1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOO Interactive

VUG

VUG Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0564442	0.0853209	10564.44	4
Buy_Hold	0.1368424	0.2107542	11246.58	1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUG Interactive

VYM

VYM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0363874	0.0547400	10363.87	2
Buy_Hold	0.0411630	0.0619953	10396.52	1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYM Interactive